Montis Financial, LLC Fidelity Covington Tr Value Fa Put Options Transaction History

Montis Financial, LLC

$357 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

135

Shares Held

7M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.4M
Shares

$93.3 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

830K
Shares

$55.4 Million
0.07% of portfolio
High Probability Advisors, LLC Pittsford, NY

415K
Shares

$27.7 Million
3.96% of portfolio
Custos Family Office, LLC Greenwood Village, CO

322K
Shares

$21.5 Million
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

294K
Shares

$19.7 Million
0.01% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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